Civic Intelligence

Barbara and Jonathan Moss Family Foundation

990PF • Fiscal year 2017 • EIN 47-6271561

Oct 01, 2016 to Sep 30, 2017 • Filed on Jan 05, 2018

Organization Profile
270 E Pearson Street Ste 1101Chicago, IL 60611-2695

(312) 335-4007

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

35th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2017 filings • $500k-$1M nonprofits • Source year 2017

Liabilities / Revenue

35th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2017 filings • $500k-$1M nonprofits • Source year 2017

Net Margin

95th percentile

70%

Higher net margin than 95% of similar nonprofits.

2017 filings • $500k-$1M nonprofits • Source year 2017

Top Officer Pay

54th percentile

$0

Higher top officer pay than 54% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2017 filings • $500k-$1M nonprofits • Source year 2017

Asset Growth

97th percentile

159%

Faster asset growth than 97% of similar nonprofits.

2017 filings • $500k-$1M nonprofits • Annualized from 2015 to 2017

Revenue Growth

84th percentile

49%

Faster revenue growth than 84% of similar nonprofits.

2017 filings • $500k-$1M nonprofits • Annualized from 2015 to 2017

Balance Sheet
Liabilities / Assets35th percentile

Assets

Up

$772,518

Up $656,925 (+568%) from 2015

Net Assets

Up

$772,518

Up $656,925 (+568%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue35th percentileNet Margin95th percentile

Revenue

Up

$262,142

Up $144,559 (+123%) from 2015

Expenses

Up

$78,703

Up $71,713 (+1026%) from 2015

Net Income

Up

$183,439

Up $72,846 (+66%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth97th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$800K$600K$400K$200K$0Assets 2014: $5,000Liabilities 2014: $02014Assets 2015: $115,593Liabilities 2015: $0Net Assets 2015: $115,5932015Assets 2017: $772,518Liabilities 2017: $0Net Assets 2017: $772,5182017Assets 2018: $713,852Liabilities 2018: $0Net Assets 2018: $713,8522018Assets 2019: $675,600Liabilities 2019: $0Net Assets 2019: $675,6002019Assets 2020: $655,512Liabilities 2020: $0Net Assets 2020: $655,5122020Assets 2021: $675,818Liabilities 2021: $0Net Assets 2021: $675,8182021Assets 2022: $680,395Liabilities 2022: $0Net Assets 2022: $660,9412022Assets 2023: $696,259Liabilities 2023: $0Net Assets 2023: $696,2592023Assets 2024: $699,237Liabilities 2024: $0Net Assets 2024: $699,2372024

Highlighted filing

2017

Assets$772,518
Liabilities$0
Net Assets$772,518
Open 2017 Filing

Operations Trend

Revenue Growth84th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$300K$200K$100K$0-$100KRevenue 2014: $5,000Expenses 2014: $0Net Income 2014: $5,0002014Revenue 2015: $117,583Expenses 2015: $6,990Net Income 2015: $110,5932015Revenue 2017: $262,142Expenses 2017: $78,703Net Income 2017: $183,4392017Revenue 2018: $49,279Expenses 2018: $107,945Net Income 2018: -$58,6662018Revenue 2019: $70,808Expenses 2019: $109,060Net Income 2019: -$38,2522019Revenue 2020: $27,911Expenses 2020: $47,999Net Income 2020: -$20,0882020Revenue 2021: $61,296Expenses 2021: $40,990Net Income 2021: $20,3062021Revenue 2022: $48,418Expenses 2022: $43,849Net Income 2022: $4,5692022Revenue 2023: $33,541Expenses 2023: $17,669Net Income 2023: $15,8722023Revenue 2024: $34,914Expenses 2024: $31,936Net Income 2024: $2,9782024

Highlighted filing

2017

Revenue$262,142
Expenses$78,703
Net Income$183,439
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Oct 1, 2016 to Sep 30, 2017
Signed
Jan 5, 2018
Return Version
2016v3.1
Compensation and Service Providers
Top Officer Pay54th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JONATHAN MOSSCo-Trustee - Part Time-$0--
BARBARA MOSSCo-Trustee - Part Time-$0--
Filing and Contact Details

Filer

Filer Name
Barbara and Jonathan Moss Family Foundation
EIN
47-6271561
In Care Of
% JONATHAN MOSS
Phone
3123354007
Address
270 E PEARSON STREET STE 1101, CHICAGO, IL 60611-2695

Signing Officer

Name
Jonathan Moss
Title
Co - Trustee
Phone
7087996800
Signed
2018-01-05
Discuss with paid preparer
Yes

Preparer

Firm
Friedman & Huey Assoc Llp
Address
1313 WEST 175TH STREET, HOMEWOOD, IL 60430
Preparer
Elliott Friedman
Phone
7087996800
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This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2GENERAL OPERATING PURPOSES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0DUKE UNIVERSITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1THE UNIVERSITY OF CHICAGO MEDICINE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2KAM ISAIAH ISRAEL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0710 W MAIN STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt15841 S MARYLAND AVENUE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt21100 E HYDE PARK BLVD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine2Txt0SUITE 200
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0DURHAM
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1CHICAGO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2CHICAGO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0NC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1IL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2IL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd027701
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd160637
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd260615
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/ShareholderManagerNm0NONE
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt077000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt036552
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt036552
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt012079
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt01022
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt054051
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt040950
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt012079
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt01022
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt00
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02014
IRS990PF/UndistributedIncomeGrp/PriorYear2Yr02013
IRS990PF/UndistributedIncomeGrp/PriorYear3Yr02012
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt077502
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt040950
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt054051
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt013101
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorNum12
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0JONATHAN AND BARBARA MOSS
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm1JONATHAN AND BARBARA MOSS
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt0270 E PEARSON STREET APT 1101
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt1270 E PEARSON STREET APT 1101
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0CHICAGO
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm1CHICAGO
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0IL
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd1IL
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd0606112695
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd1606112695
IRS990ScheduleB/ContributorInformationGrp/NoncashContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0157468
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt198390
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum01
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt0157468
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc02,077 SHS ALTRIA GROUP, INC.
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt02017-06-27
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0IL CHARITY BUREAU FUND
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt015
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt015
TaxesSchedule/TaxesDetail/Amt0570
TaxesSchedule/TaxesDetail/Amt1143
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAXES
TaxesSchedule/TaxesDetail/CategoryTxt1FEDERAL EXCISE TAX PAYMENT
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0570
ReturnHeader/BuildTS02018-03-14 21:41:22Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JONATHAN MOSS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CO - TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum07087996800
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-01-05
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0BARBARA AND JONATHAN MOSS FAMILY FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0BARB
ReturnHeader/Filer/EIN0476271561
ReturnHeader/Filer/InCareOfNm0% JONATHAN MOSS
ReturnHeader/Filer/PhoneNum03123354007
ReturnHeader/Filer/USAddress/AddressLine1Txt0270 E PEARSON STREET STE 1101
ReturnHeader/Filer/USAddress/CityNm0CHICAGO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IL
ReturnHeader/Filer/USAddress/ZIPCd0606112695
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId04AB9768D3B6E9E39120AD185FB21FE10E670BE34
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId053A73EB5B60E4BD2835FF1883A47C3DB04A0177A
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionId036235120180435000001
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt02018-02-12
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt012.1.134.130
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0FRIEDMAN & HUEY ASSOC LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01313 WEST 175TH STREET
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0HOMEWOOD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd060430
ReturnHeader/PreparerPersonGrp/PhoneNum07087996800
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ELLIOTT FRIEDMAN
ReturnHeader/ReturnTs02018-02-12T14:51:30-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02016-10-01
ReturnHeader/TaxPeriodEndDt02017-09-30
ReturnHeader/TaxYr02016

Document Assets

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Filings

Displayed year

2017 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$772,518
Liabilities
$0
Net assets
$772,518
Revenue
$262,142
Expenses
$78,703
Net income
$183,439
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.
2024Detailed filing. Detailed filing data is available for this year.$6.99$0.00$6.99$0.35$0.32$0.03
2023Detailed filing. Detailed filing data is available for this year.$6.96$0.00$6.96$0.34$0.18$0.16
2022Detailed filing. Detailed filing data is available for this year.$6.80$0.00$6.61$0.48$0.44$0.05
2021Detailed filing. Detailed filing data is available for this year.$6.76$0.00$6.76$0.61$0.41$0.20
2020Detailed filing. Detailed filing data is available for this year.$6.56$0.00$6.56$0.28$0.48$0.20
2019Detailed filing. Detailed filing data is available for this year.$6.76$0.00$6.76$0.71$1.09$0.38
2018Detailed filing. Detailed filing data is available for this year.$7.14$0.00$7.14$0.49$1.08$0.59
2017Detailed filing. Detailed filing data is available for this year.$7.73$0.00$7.73$2.62$0.79$1.83
2015Detailed filing. Detailed filing data is available for this year.$1.16$0.00$1.16$1.18$0.07$1.11
2014Summary only. Only limited summary data is available for this year.$0.05$0.00$0.05$0.00$0.05